CLIFX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Clifford Capital Partners Institutional (CLIFX) Ownership - Who owns Clifford Capital Partners Institutional?

The investment seeks long-term capital appreciation... Show more

Category: #Mid-Cap Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

CLIFX

Net Assets

118M

Fund Existence

over 11 years

Turnover

47.10

Total Expense Ratio

0.90

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Mid-Cap Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

1.17

Assets in Top Ten Holdings

45.6M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

117M

Fund Type

OpenEnd

Index Fund

Management Fee

0.75

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

34.00

Number of Net Holdings

34.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

36.36%

Gain YTD

-0.461

Annual Yield % from dividends

1.67

Returns for 1 year

8.44

Returns for 3 years

11.15

Returns for 5 years

71.36

Returns for 10 years

90.01

View a ticker or compare two or three

Compare

Ad is loading...

A.I.Advisor

published price charts

A.I. Advisor

published General Information

General Information

Category MidCapValue

Profile

Fundamentals

Details